Deleveraging: An Interpretation
The Chinese are deleveraging on their own terms and it is believable that this will continue, but not at any cost. Instead of costs, there may be...
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Asian Credit Monitor: 2018 Portfolio Strategy, US Rate Trajectory, China Credit Gap
2017 was a decent year for EM bonds in general (both hard and local currencies), amidst strong portfolio/fund net inflows, higher risk appetite and...
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Deleveraging in China: A Translation
A full translation of an article measuring the progress of deleveraging from a People's Bank of China mouthpiece website at the end of last month...
220 Views
Kidnapping Risk Along the Belt and Road Initiative
The Chinese government’s Belt and Road Initiative (BRI) is a far-reaching infrastructure development project which aims to integrate Asian,...
145 Views
Sogou 搜狗: Not So Goud (*groan*)
Sogou's IPO priced at the high end ($13) exactly as contemplated, making this ripe for a short trade with excellent risk/reward.This note is a...
438 Views